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Honeywell International Inc
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Honeywell International Inc
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Kurs: 194,88 EUR -9,27% Markt geschlossen
Marktkap.: €126,90 Mrd.

Honeywell International Inc
Investor Relations

Honeywell International stellt Produkte und Systeme her, die Gebäude, Fabriken, Flugzeuge und Versorgungsbetriebe sicherer und effizienter betreiben helfen. Zum Geschäft gehören Steuerungssysteme, Sensoren, Brand- und Sicherheitstechnik, Flugzeugteile und Avionik sowie Spezialmaterialien, die in Industrieprozessen eingesetzt werden. Hauptsächlich verkauft das Unternehmen an gewerbliche, industrielle, staatliche und Luft- und Raumfahrtkunden, die zuverlässige Ausrüstung und langlebige Systeme benötigen, nicht an einmalige Konsumgüter. Das Unternehmen verdient Geld durch den Verkauf von Hardware, Software, Ersatzteilen und Serviceverträgen. Viele Produkte sind in größere Kundensysteme integriert, sodass Honeywell häufig wiederkehrende Umsätze aus Upgrades, Wartung, Kalibrierung und Support nach dem Erstverkauf erzielt. Im Bereich Luftfahrt liefert es Ausrüstung und Aftermarket‑Teile an Fluggesellschaften, Flugzeughersteller und Verteidigungskunden. In Gebäuden und Fabriken verkauft es Steuerungs- und Automatisierungslösungen, die Kunden helfen, Energieverbrauch, Sicherheit und Produktion zu steuern. Was Honeywell unterscheidet, ist, dass das Unternehmen in mehreren technischen Nischen tätig ist, in denen Produkte strenge Leistungs‑ und Sicherheitsanforderungen erfüllen müssen. Seine Rolle besteht oft darin, die Steuerungsebene, die Sensorebene oder spezialisierte Komponenten bereitzustellen, auf die andere Unternehmen angewiesen sind, damit größere Systeme funktionieren. Das verschafft ihm eine Mischung aus Industrie-, Luftfahrt- und Serviceumsätzen, die an langlebige Ausrüstungen und installierte Kundenbasen gebunden sind.

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Letzter Earnings Call
Geschäftsperiode
Q1 2026
Datum des Calls
23. Apr 2026
KI-Zusammenfassung
Q1 2026

Results: Honeywell said first-quarter results beat expectations on segment margin and adjusted EPS, with 7% organic orders growth, backlog above $38 billion, and adjusted EPS of $2.45, up 11%.

Headwinds: Aerospace was hit by temporary mechanical supply chain constraints, while Process Automation and Technology was pressured by delays tied to the Middle East conflict.

Outlook: Management kept full-year guidance unchanged, saying the second half should improve as Aerospace supply issues ease and Process Automation backlog converts to sales.

Portfolio: Honeywell now expects the Aerospace spin-off to close on June 29, while the two announced business sales are still expected to close in the second half of 2026.

Margins: First-quarter segment margin expanded 90 basis points to 23.3%, and the company said pricing, productivity and stranded cost removal are supporting margins despite inflation and mix pressure.

Wichtige Finanzkennzahlen
Organic orders growth
7%
Backlog
over $38 billion
Book-to-bill
above 1.1
Organic sales growth
2%
Segment margin
23.3%
Adjusted EPS
$2.45
Free cash flow
nearly $100 million
Shareholder returns
$1.8 billion
Share repurchases
roughly $1 billion
Dividends
$800 million
CapEx
over $220 million
Aerospace orders growth
28%
Aerospace backlog
roughly $19 billion
Aerospace sales growth
3%
Aerospace segment margin
26.5%
Building Automation sales growth
8%
Building Automation orders growth
9%
Industrial Automation sales growth
1%
Industrial Automation orders growth
10%
Process Automation and Technology sales growth
-6%
Process Automation and Technology orders growth
3%
PA&T backlog
22%
Quarter 2 organic sales growth guidance
2% to 4%
Quarter 2 segment margin guidance
22.2% to 22.5%
Quarter 2 adjusted EPS guidance
$2.40
Quarter 2 tax rate
approximately 21%
Full-year tax rate
approximately 19%
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Vimal M. Kapur
Chairman & CEO

Vimal M. Kapur is a well-regarded executive at Honeywell International Inc., where he has made significant contributions throughout his tenure. He serves as the Chief Executive Officer of the company, having taken on this role with a deep understanding of the business and a commitment to driving innovation and growth. Kapur joined Honeywell in 1989, bringing over three decades of experience within the company and having held various leadership positions. His expertise spans across several divisions, including building technologies and industrial operations, where he has been instrumental in implementing strategic initiatives and fostering technological advancements. Kapur is known for his strong leadership skills, customer-focused approach, and the ability to successfully navigate complex industry challenges, positioning Honeywell as a leader in its field.

Mr. Gregory Peter Lewis
Senior VP & CFO

Gregory Peter Lewis is a seasoned executive affiliated with Honeywell International Inc., a multinational conglomerate primarily involved in the sectors of technology and manufacturing. Over the years, Lewis has held various roles within the company, where he made significant contributions to its financial and operational strategies. Notably, Greg Lewis serves as the Chief Financial Officer (CFO) at Honeywell. In this capacity, he is responsible for overseeing the company’s financial operations, which includes managing investor relations, leading financial planning and analysis, and ensuring effective internal controls. His strategic vision is pivotal in guiding Honeywell's financial health and performance, enabling the organization to maintain its competitive edge in the industry. Prior to becoming CFO, Lewis held other leadership positions within Honeywell that equipped him with extensive experience in financial management and organizational leadership. His career at Honeywell showcases a track record of fostering growth and enhancing shareholder value through astute financial planning and strategic initiatives. Greg Lewis is recognized for his adeptness in financial oversight, strategic planning, and commitment to operational excellence, making him a key figure in Honeywell’s executive team. His leadership helps propel the firm’s innovation and global presence across various industries.

Ms. Anne T. Madden J.D.
Senior VP & General Counsel

Anne T. Madden J.D. is a prominent executive at Honeywell International Inc., where she serves as the Senior Vice President, General Counsel, and Corporate Secretary. Appointed to these positions in 2017, Madden plays a crucial role in managing Honeywell's global legal organization, overseeing matters such as corporate governance, securities compliance, and mergers and acquisitions. Madden's career at Honeywell began in 1996, and over the years, she has held various leadership positions, contributing significantly to the company’s legal and strategic initiatives. Her experience and expertise in corporate law have been instrumental in navigating complex legal landscapes and regulatory environments. Before joining Honeywell, Madden practiced law at the firm Shearman & Sterling, focusing on mergers and acquisitions and corporate finance. Her educational background includes a Juris Doctor (J.D.) from the Harvard Law School and an undergraduate degree from Wesleyan University, demonstrating a strong foundation in legal studies and a commitment to excellence in her field. Madden's leadership and strategic thinking are critical assets to Honeywell’s executive team.

Dr. Lucian Boldea Ph.D.
President & CEO of Industrial Automation

Dr. Lucian Boldea serves as the Executive Vice President and President of Performance Materials and Technologies (PMT) at Honeywell International Inc. His responsibilities include leading a broad portfolio that encompasses advanced materials, process technologies, and automation solutions, impacting diverse industries on a global scale. Before joining Honeywell, Dr. Boldea held numerous leadership roles at Eastman Chemical, where he accrued a wealth of experience over nearly two decades. His roles there included serving as president of the Additives & Functional Products business. He was instrumental in driving innovations and spearheading strategic initiatives that focused on growth and efficiency. Dr. Boldea holds a bachelor's degree in chemical engineering from the Polytechnic University of Timișoara in Romania and earned a Ph.D. in chemical engineering from the University of Notre Dame. His extensive background in chemical engineering and significant experience in leading large-scale industrial and technological operations underpin his leadership at Honeywell PMT.

Mr. James Currier
President & CEO of Aerospace Technologies

James Currier is not publicly recognized as an executive or a prominent figure associated with Honeywell International Inc. It's possible that he might hold a position not widely covered in public records or media. If you have more specific details, such as his role or contributions, please provide them so I can assist you better. Otherwise, it is likely that this individual does not hold a significant public-facing role within Honeywell.

Mr. Harsh Bansal
Vice President of Investments
Keine Biografie verfügbar
Mr. Robert D. Mailloux
VP, Controller & Principal Accounting Officer

Robert D. Mailloux is recognized for his tenure at Honeywell International Inc., where he served as Vice President of the Strategy Unit. In this role, he was responsible for driving strategic initiatives and fostering growth through strategic planning and execution across various business units. Mailloux's career at Honeywell highlights his expertise in leveraging market insights and operational excellence to enhance the company's competitive position. Before joining Honeywell, he had an extensive career involving various leadership roles in strategic management and operations, contributing significantly to the fields of aerospace and industrial services. His leadership and vision helped Honeywell pursue innovative solutions and strategic alignments that aligned with global market trends.

Mr. Mike Stepniak
Vice President of Corporate Finance
Keine Biografie verfügbar
Mr. Suresh Venkatarayalu
Senior VP, Chief Technology Officer & President of Honeywell Connected Enterprise

Suresh Venkatarayalu is a prominent executive at Honeywell International Inc., where he has served as the Senior Vice President and Chief Technology Officer. In his role, he is responsible for driving and overseeing the company’s technology strategy and innovation efforts on a global scale. Venkatarayalu plays a critical role in advancing key initiatives across Honeywell’s diverse portfolio, focusing on cutting-edge technologies in areas like the Internet of Things (IoT), software development, advanced analytics, and automation. Before becoming the CTO, Venkatarayalu held various leadership positions within Honeywell, showcasing his expertise in improving operational efficiencies and driving product excellence. His rich background in engineering and business development helps him to bridge technological advancements with market needs, thus steering Honeywell's growth in an increasingly digital and connected world. Venkatarayalu's leadership is marked by a commitment to integrating sustainable practices with technological innovation, emphasizing the importance of safe, efficient, and eco-friendly solutions in the industries Honeywell serves. Through his contributions, he has been instrumental in positioning Honeywell as a leader in industrial technology solutions.

Mr. Sean Christopher Meakim C.F.A.
Vice President of Investor Relations

Sean Christopher Meakim, CFA, is a recognized executive officer at Honeywell International Inc. He serves as the Vice President of Investor Relations, where he plays a crucial role in managing the company's communications with investors and analysts. Before joining Honeywell, Mr. Meakim had an extensive career in the financial sector, particularly in equity research. He worked at JPMorgan Chase & Co., where he specialized in covering the oilfield services sector, providing valuable insights and financial analyses. His deep understanding of financial markets and expertise in investor relations have been instrumental in shaping Honeywell's strategic communications and strengthening relationships with the investment community. The designation of Chartered Financial Analyst (CFA) highlights his commitment to maintaining high professional and ethical standards in investment management.

Kontakt

Adresse
NORTH CAROLINA
Charlotte
855 S. Mint Street
Kontakt
+17046276200.0
www.honeywell.com
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